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Sponsor portfolioWelfare / HealthEIN 37-0207180

CARROLLTON BANK

315 SIXTH STREET P.O. 232 · CARROLLTON, IL 62016
2179425409
Plans filed
3
Years active
2017–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$382K
No prior year
Persons covered
277
No prior year
Total participants
212
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$382K
CARROLLTON BANK EMPLOYEE BENEFIT(S) PLAN
Mixed277 covered·3 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #501$0
CARROLLTON BANK EMPLOYEE HEALTH CARE PLAN
Self-funded0 covered·0 carriers
Plan #502$0
CARROLLTON BANK EMPLOYEE LIFE INSURANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$166K33.4%
Short-term disability$116K23.3%
Long-term disability$116K23.3%
Life$80K16.1%
Vision$19K3.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
DL
$246K64.5%12276
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
STDLTD
$116K30.4%11277
EYE MED
EIN 430949844
V
$19K5.1%11204

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCCHICAGO, ILSTANDARD INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, EYE MED VISION CARE$30K$3K$33K80.1%1
GIS BENEFITS INCM, ILPRINCIPAL LIFE INSURANCE COMPANY$0$6K$6K14.3%1
SUNSTAR INSURANCE GROUP LLCSAINT LOUIS, MOEYE MED VISION CARE$2K$0$2K5.7%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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